Filed October 26, 2023 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,673 | $84,493+62.9% | $125,381+9.8% | $66,938+105.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 8.27% | -8.49%+16.8pp | 572.31%-564.0pp | 1.58%+6.7pp |
| Employer contribution / active EE | $8,461 | $3,554+138.1% | $4,815+75.7% | $2,545+232.4% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |